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Nasdaq

763 hedge funds and large institutions have $30.3B invested in Nasdaq in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 293 increasing their positions, 241 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 64

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

22% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 241

19% more capital invested

Capital invested by funds: $25.6B → $30.3B (+$4.75B)

18% more call options, than puts

Call options by funds: $46.8M | Put options by funds: $39.6M

7.33% more ownership

Funds ownership: 76.14%83.48% (+7.3%)

6% more funds holding

Funds holding: 723763 (+40)

Holders
763
Holders Change
+40
Holders Change %
+5.53%
% of All Funds
10.99%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
112
Increased
293
Reduced
241
Closed
64
Calls
$46.8M
Puts
$39.6M
Net Calls
+$7.23M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
576
Navellier & Associates
Nevada
$261K +$810 +14 +0.3%
MPM
577
MBB Public Markets
Illinois
$260K +$239K +4,123 New
VA
578
Vident Advisory
Georgia
$260K -$13M -224,644 -98%
FCG
579
Fielder Capital Group
Tennessee
$256K +$1.56K +27 +0.7%
BBP
580
Banco BTG Pactual
Brazil
$252K
BCM
581
Brookstone Capital Management
Illinois
$251K -$1.91K -33 -0.8%
FI
582
FWG Investments
Kentucky
$250K +$20.5K +354 +10%
LFAS
583
Level Four Advisory Services
Texas
$248K
TAM
584
Trust Asset Management
Texas
$247K
PA
585
Parallel Advisors
California
$245K +$7.12K +123 +3%
CI
586
Cigna Investments
Connecticut
$245K +$11.9K +205 +6%
NWA
587
New World Advisors
Massachusetts
$243K +$223K +3,850 New
OC
588
Oppenheimer & Co
New York
$243K -$190K -3,277 -46%
SPA
589
Sherbrooke Park Advisers
New York
$241K +$221K +3,824 New
FTIS
590
First Trust Investment Solutions
Florida
$240K -$63.6K -1,100 -22%
Lido Advisors
591
Lido Advisors
California
$240K +$220K +3,799 New
CIBC World Market
592
CIBC World Market
Ontario, Canada
$236K -$5.42M -93,654 -96%
MS
593
Maven Securities
Jersey
$235K +$215K +3,717 New
OAM
594
Oppenheimer Asset Management
New York
$229K -$41.5K -717 -16%
ECM
595
Evergreen Capital Management
Washington
$229K -$192K -3,315 -48%
CF
596
Centaurus Financial
California
$228K -$21.7K -375 -9%
PWP
597
Private Wealth Partners
California
$227K +$208K +3,600 New
LNC
598
Lincoln National Corp
Pennsylvania
$227K +$694 +12 +0.3%
SW
599
SVB Wealth
Massachusetts
$226K -$20.9K -362 -9%
EFG
600
Everhart Financial Group
Ohio
$225K +$207K +3,570 New

NDAQ Hedge Fund Activity: Q1 2024 in Review

763 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2024, worth a combined $30.3B — up 19% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new NDAQ positions and 64 closed out — a net gain of 48 holders — while 293 added to existing stakes and 241 trimmed.

The largest buyer was Thoma Bravo, adding an estimated $807M. The largest seller was Morgan Stanley, cutting an estimated $312M.

  • 763 institutional investors held Nasdaq (NDAQ) as of Q1 2024, up from 723 in Q4 2023.
  • Funds reported $30.3B of Nasdaq stock for Q1 2024, up 19% quarter-over-quarter.
  • 112 funds opened new Nasdaq positions in Q1 2024 and 64 closed out, a net change of +48 holders.
  • The largest Nasdaq buyer in Q1 2024 was Thoma Bravo, an estimated $807M added.
  • The largest Nasdaq seller in Q1 2024 was Morgan Stanley, an estimated $312M sold.

Based on aggregated 13F filings for Q1 2024.